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In this Discussion

  • bee March 2018
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Everyone Wants Cheap Tech, Consumer Discretionary ETFs Have It: (VCR)

FYI: High flying tech stocks have continued to defy gravity this year, and investors who want exposure without the hefty price tag of buying the shares are turning to a new strategy -- consumer discretionary exchange-traded funds.
Regards,
Ted
https://www.bloomberg.com//news/articles/2018-03-13/everyone-wants-cheap-tech-consumer-discretionary-etfs-have-it

M* Snapshot VCR:
http://www.morningstar.com/etfs/arcx/vcr/quote.html

Lipper Snapshot VCR:
https://www.marketwatch.com/investing/fund/vcr

VCR Is Ranked #2 In The (CC) ETF Category By U.S. News & World Report:
https://money.usnews.com/funds/etfs/consumer-cyclical/vanguard-consumer-discretionary-etf/vcr

Comments

  • beebee
    edited March 2018
    AMZN and NFLX are two out performers for VCR YTD. Results seem bifurcated with 12 of the top 25 holding with negative returns YTD.

    VCR covers this space with 371 holding (Top 10 holdings = 41% of fund), with a mere 6% turnover.

    FSRPX covers this space with a mere 44 holdings (Top 10 holdings = 71% of fund) and a 17% turnover. It also has large YTD returns from AMZN, NFLX, BKNG, AAP, and Prada, but again only half of the top 25 are positive for the year.

    Performance Comparison:
    image
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